CSIA
Carl Stuart Investment Advisor’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,599
| Closed | -$346K | – | 28 |
|
|
2023
Q4 | $346K | Sell |
2,599
-66
| -2% | -$8.79K | 0.23% | 19 |
|
|
2023
Q3 | $317K | Buy |
2,665
+2
| +0.1% | +$238 | 0.26% | 15 |
|
|
2023
Q2 | $254K | Buy |
+2,663
| New | +$254K | 0.19% | 16 |
|
|
2023
Q1 | – | Sell |
-2,863
| Closed | -$298K | – | 52 |
|
|
2022
Q4 | $298K | Hold |
2,863
| – | – | 0.28% | 15 |
|
|
2022
Q3 | $265K | Hold |
2,863
| – | – | 0.23% | 15 |
|
|
2022
Q2 | $236K | Hold |
2,863
| – | – | 0.21% | 18 |
|
|
2022
Q1 | $2.47M | Hold |
2,863
| – | – | 0.18% | 21 |
|
|
2021
Q4 | $207K | Buy |
+2,863
| New | +$207K | 0.15% | 27 |
|